RIA Intel›Advisers›California›TDIRECTION ASSET MANAGEMENT

TDIRECTION ASSET MANAGEMENT

Advisory

SAN FRANCISCO, CA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,280

of 5,480 advisers by AUM

Average account

$870K

across 23 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

YARASH GLOBAL SOLUTIONS INC.

GLENDALE, CA

$20M

LICURSI, HARRY EUGENE

$20M

HABIB, AMIR MOHAMMED

$20M

PARAIBA WEALTH MANAGEMENT LLC

$20M

ATHENA ASSET MANAGEMENT & RESEARCH, LLC

SAN FRANCISCO, CA

$20M

-28.6% 1Y

CANDENT CAPITAL, LLC

$20M

Get the full picture on TDIRECTION ASSET MANAGEMENT

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TDIRECTION ASSET MANAGEMENT and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans